We are a full-service donor advised fund company and provide concierge-level services. Please note: AEF does not offer investment management services, nor sell investment products. Donors can recommend that their trusted advisors manage the investment of their Donor Advised Fund assets. This is unique from most other donor advised fund programs, which typically require DAF assets to be held in a limited menu of pooled investments, proprietary mutual funds, and managed by the institution. AEF does not cross-sell other products. Our sole focus is donor advised fund administration.
The donor’s input is also important. Additionally, as the legal owner and fiduciary, AEF will have recommendations based on our experience as a fiduciary and our understanding of the donor’s intent. Relevant factors include the fund’s time horizon, liquidity concerns, grant making considerations, and legal constraints. The investment policy statement is a collective statement, agreed on by all parties, as to how the investment manager will select investments.